About the Opportunity
A fast-evolving leader in the BFSI (Banking, Financial Services & Insurance) sector, we empower institutional clients and enterprise investors with tailored capital solutions, wealth structuring, and strategic funding advisory. Operating at the intersection of corporate finance and high-net-worth wealth, our team builds long-term, trust-based relationships that drive portfolio growth, liquidity optimization, and market resilience for clients across Tier 1 and Tier 2 cities in India. Role & Responsibilities

- Prospect, onboard, and manage a portfolio of B2B corporate clients, family offices, and institutional investors across key Indian markets.
- Design and present customized investment structures (debt, equity, hybrid) aligned with client risk-return profiles and regulatory frameworks.
- Collaborate with product & legal teams to structure bespoke funding solutions including securitization, NCDs, private placements, and structured deposits.
- Drive pipeline growth through targeted outreach, industry events,



and referrals—achieving monthly and quarterly revenue targets.
- Manage relationship lifecycle from KYC onboarding to post-sales service, ensuring compliance, transparency, and client retention.
- Prepare pitch decks, investment memos, and performance dashboards tailored to senior decision-makers (CFOs, Treasurers, Investment Committees).

Skills & Qualifications
Must-Have

- CRM tools (Salesforce, HubSpot)
- Financial modeling (Excel, Power BI)
- Investment structuring
- BFSI compliance (RBI, SEBI guidelines)
- Client onboarding workflows
- Stakeholder negotiation
- Portfolio management
- Pitch deck creation

Preferred

- CA or CFA certification
- Experience with NBFCs or private credit
- Knowledge of FPI / FDI investment routes

Benefits & Culture Highlights

- Performance-linked incentives + accelerators for top performers
- Hybrid WFH policy after 6 months + versatile core hours
- Access to premium wealth & capital markets certification programs

📌 Relationship ManagerB Investments (BFSI) (Hyderabad)
🏢 Devdort
📍 Hyderabad